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A Wealth Management Senior Advisor

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods. Job LevelNV-10 As a wealth management senior advisor, you help serve, solicit, and develop and maintain personalized business relationships with mass-affluent and high-net-worth Signature Service members and clients. You work closely with the wealth management senior advisor, serving as a partner in maintaining business relationships with members and clients as well as relationships with expert partners and colleagues. Highly developed interpersonal and communication skills are therefore essential. As part of the comprehensive 360° offering, you advise and guide members and clients on matters including securities that align with the plan established to achieve their financial and personal objectives. You make recommendations to achieve their full satisfaction and ensure business growth, sound risk and compliance management, and adherence to current practices and policies, leveraging your ability to achieve results. You offer best-in-class support to members and clients by being in charge of the implementation and monitoring of investment and financial plan strategies. You carry out business development initiatives related to investing. Your close, regular contact with members and clients and their associates helps you carry out business development activities for the 360° offering. Main responsabilities Maintain high-quality personalized business relationships to maximize the potential of existing members and clients. Analyze the needs of members and clients and formulate personalized advice and guidance for the implementation of investment and financial plan strategies. Recommend strategies and solutions to the senior advisor when developing plans. Monitor market movements and trends likely to influence members’ and clients’ investments Take part in a range of promotional activities including speaking events, information sessions and other special events. Other working condition Number of jobs available : 3 Qualifications Bachelor’s degree in a related field A minimum of 6 years of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Hold the financial planning certificate from the Autorité des marchés financiers (AMF) IIROC’s registration as Registered Representative For vacant positions available in Quebec, please note that knowledge of French is required Desjardins Cross-sector skillsAction oriented, Collaborates, Customer Focus, Innovation Key competencies for the jobCommunicates effectively, Drive results, Interpersonal Savvy Work LocationService Signature Desjardins (SSD) Kamouraska et Chaudière-Appalaches Trade UnionNon Syndiqué Unposting Date2020-11-30 Job FamilyMember/client sales and service (FG)

A Wealth Management Senior Advisor

Desjardins
Saint-Leu, Réunion
CDI

Publié le 21.11.2020